EditUrgent Items
1. My orders has a blank info panel come up when you close your browser and reenter.
2. The automatic billing is not working for CC accounts, failed never saw it in CC company.
3. G/L accounts are wrong on CSE print, should be the Cash one and receivables.
4. Need to publish to all sites when tested out.
5. Setup DGR in QB.
6. With Proof Form Reprint or Open Orders, Go to Close Order tab of a work order and click on Proof Code search icon. The window grays out but the popup proof search window doesn’t appear.
7. With Open Orders, the status of an order says “Complete” but on Branch Status Board it says “Dispatched”. (#100091-01 on demo.matrixlegalsuite.com)
8. Autobill, not not pay the correct amount, fees, etc..
9. Do status updates print on proofs? Does the due diligence work? Important!!
10. Fix print issues supplied to Jennifer.
EditGeneral
1. Need to fix Add another location in copy to remember previous order data.
2. Make sure Codes items cannot be deleted if used in Admin area.
3. Drag and drop files
EditAccounting in order - upgrade from Distribusuite
1. Credit Holds- automatic, release program. Goes into order print.
2. Test Invoice weekly, monthly, Summary.
3. Add purchasing / Vendor invoices. Low priority
4. Drawer name in CS post.
5. Notes on Register post are not showing.
EditSubpoena work
1. Need work on Subpoena
EditOrder process
1. Inspections
2. Dispatch
EditCheck tracking
1. Add in Check Maint to accounting.
2. Add in Check Advance report.
EditReports
1. Employee performance - How quickly accepted, number of rejections, how quick closed. Totals and averages.
2. Vendor /Affiliate Performance- Same as above.
3. Vendor Billing report.
EditAdd Bugs here